To make sense of the ‘conundrum’, there is one common factor driving markets: liquidity. As a thumb rule, when the economy is expected to grow at a brisk pace, equity…
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Visit A Fashion Show To Invest In Financial Products
Expecting a ‘garment’ kind of sales effort from your adviser makes it easier for her to missell as you could end up buying something unsuitable for you Sounds anomalous? That’s…
How To Track Bond Funds: G-Sec Yield Is The Correct Benchmark, For Long Term Ones, For Money Market, Track Yields Of Treasury Bills
Certain things seem easy to track, particularly in today’s age of information explosion through various websites and apps. However, in spite of availability of data, you need a proper perspective…
Your Mutual Fund Investment Tax Efficient? Here Are 3 Steps To Ensure Utmost Efficiency For Your Portfolio
Ensuring that your mutual fund portfolio has the utmost tax efficiency is essential. Fund taxation depends on the nature of the fund and holding period. But decide your investments on…
Looking To Invest In Bank Perpetual Bonds? Beware Of Risks
The ICRA rating rationale states that rating for the Basel III compliant Tier I bonds is four notches lower than the Basel III complaint Tier II bonds of the bank…
Portfolio Review And Health Check-Ups: Similar Check-Points
Portfolio Review and Health Check-Ups: Similar Check-points We, financial planners, are like financial doctors for our clients. We will discuss here, the parameters on which financial portfolio review and medical…
For Fixed Income, Return Expectation Is Not The Only Parameter
SYNOPSISWith lower inflation, returns from short-term bond funds would be enough to beat inflation and generate real positive returns. When it comes to shifting from one investment category to another,…
Why RBI Will Not Cut Rates In The Upcoming Policy Review Meet
A curtain raiser on RBI monetary policy review. In the run-up to any RBI Monetary Policy Review, the focus of the market is on policy rate i.e. either a change…
Debt Funds: Short Or Long? Why Portfolio Maturity Matters
In the current context you would be hearing from your adviser to shift to short term bond funds, which have a portfolio maturity of two to four years, from longer…
Time To Review Your Allocation To Equities
Reviews should happen at regular intervals, but modifications in the portfolio should be done only when the event is significant. The environment around us is always abuzz with events. These…
How Do Mutual Funds Compare With Bank Deposits On Tax Front?
Bank deposits and fixed income mutual funds differ with each other on a key parameter. Two deployment avenues are to be compared on the parameters of safety, liquidity, returns, ease…
Why Investors Must Keep InvITs On Their Radar
An InvITs is a pool of money for investing in infrastructure projects and distribution of the earnings to the unit holders. When it comes to investment options, the more the…